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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1626
Morling Financial Advisors
California
– -$202K -2,400 Closed
MWM
1627
Mission Wealth Management
California
– -$202K -2,386 Closed
KWM
1628
Kolinsky Wealth Management
New Jersey
– -$201K -2,379 Closed
PA
1629
Procyon Advisors
Connecticut
– -$201K -2,379 Closed
CNC
1630
Citizens & Northern Corp
Pennsylvania
– -$200K -2,376 Closed
SLWA
1631
San Luis Wealth Advisors
California
– -$183K -2,177 Closed
SQA
1632
Simon Quick Advisors
New Jersey
– -$156K -1,855 Closed
LWMNY
1633
Landmark Wealth Management (New York)
New York
– -$1.56K -1,561 Closed
FPB
1634
First PREMIER Bank
South Dakota
– -$131K -1,552 Closed
T
1635
TCWP
Ohio
– -$117K -1,391 Closed
FAG
1636
Fortitude Advisory Group
Washington
– -$112K -1,324 Closed
MSE
1637
MUFG Securities EMEA
United Kingdom
– -$88K -1,041 Closed
PI
1638
Parkside Investments
Illinois
– -$86K -1,021 Closed
PWP
1639
Pursue Wealth Partners
California
– -$80K -1,000 Closed
TFO
1640
Tarbox Family Office
California
– -$64K -760 Closed
BFC
1641
Bedel Financial Consulting
Indiana
– -$51K -606 Closed
MS
1642
Mizuho Securities
Japan
– -$50K -590 Closed
RBC
1643
Roble Belko & Company
Pennsylvania
– -$30K -350 Closed
CM
1644
Caption Management
Oklahoma
– -$29K -341 Closed
LAS
1645
Lloyd Advisory Services
Georgia
– -$29K -339 Closed
SC
1646
Steph & Co
Wisconsin
– -$25K -296 Closed
GIA
1647
Goodwin Investment Advisory
Georgia
– -$23K -268 Closed
AW
1648
Alaethes Wealth
Nevada
– -$17K -205 Closed
PPWM
1649
PFG Private Wealth Management
Florida
– -$14K -170 Closed
RF
1650
Robbins Farley
New Hampshire
– -$13K -150 Closed
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